Tel: 01792 342 673

About TLB Planning

What We Do

TLB Planning Ltd, believes in helping you “Through Life and Beyond”. 

We guide you through the Will writing process, discussing many of the estate planning options available to you, such as guardianship matters, asset protection and the legal obligations that fall upon your family once you have passed away, including Executor duties and Probate services.

We offer many other bespoke Later Life planning solutions such as Funeral Plans, Lasting Powers of Attorney, Trust work and protecting your property against nursing home fees.

Contact us to discuss:
• Wills
• Guardianship matters
• Asset protection
• Executor duties
• Probate services
• Funeral plans
• Lasting powers of attorney
• Trust work
• Protecting your home against nursing home fees

Under normal circumstances our experts can meet you in person if you're in the north of England - Newcastle, Sunderland and Durham; south – Kent or Devon; or in Wales... just get in touch on 01792 342 673 or email us at info@tlbplanning.org.

Online consultations - any location: during these changing times, many clients are keen to get their affairs in order. Our consultations can now take place remotely, either by phone or by Zoom video call or similar (if you have that facility)

Qualified and experienced: our Estate Planning Consultants have many years of experience and qualifications within the Estate Planning industry and our Legal Services (document drafting) Team are all STEP (Society of Trust & Estate Practitioners) qualified Will Drafters, and our Probate Service and Trust Service Partners are specialists in their field, so you can rest assured, you are in safe hands.

Many people are often given misleading and sadly, incorrect advice, regarding their estate planning needs. This can not only have a huge impact on you, but what you are able to leave behind to loved ones. We offer a combination of expertise, advice and outstanding customer service to ensure that all your estate planning needs are met – and more importantly, correctly protected.

 

How We Do It

With the current restrictions on movement due to Covid-19, we have adapted our way of working to ensure it meets the social distancing requirements:

Initial consultation: by phone or Zoom video call (or similar). During this consultation, we will:
• Discuss and fully understand your financial and family circumstances;
• Analyse your objectives – who you want to protect, what you want to protect and why;
• Offer solutions based on our range of services.

After the meeting: you will be sent a draft Will by email, together with a Commentary explaining the legal jargon in plain English.

Once you are happy with the documents:
• We post your bound Will to you for signature, together with signing instructions to ensure your Will and Lasting Powers of Attorney can be correctly attested (signed);
• We ask that you send us a photo of the back page of your Will, so that we can check all signatures are in the correct place.

Verifying your identity: during this period of remote working, we have a slightly different way of ensuring you are who you say you are!
• If you're taking part in a video call, you can hold up your passport or driving licence during the call;
• If you're taking part in a telephone consultation, we ask that you take a scan of your driving licence or passport and email it to us in advance, or take a photo on your phone and send it to us from your phone.
 

Who We Are

TLB Planning Ltd comprises some of the best Estate Planning Consultants in the business. Our warm, amusing, respectful and experienced take on life will put you at ease, giving you expert advice and guidance, helping you through what many people find is a daunting process. We all adhere to the STEP Code of Professional Conduct, ensuring that we act with integrity, and in a manner that inspires the confidence, trust and respect of all our clients.

Finally

TLB Planning Ltd has a strong belief in saving the environment and limiting the carbon footprint it leaves behind. 

We have a streamlined documentation and Worldpay payment system and all consultations are available via a ‘virtual meeting’, meaning you do not have to take time off work, or drive miles to see us, or us you. All you need is a computer with internet access and a built-in camera, loudspeaker and microphone. And guess what? You can even use your smartphone! We will email you a link at an agreed time, giving you a secure connection to one of our virtual meeting rooms, where an Estate Planning Consultant will be ready to chat through all your options, taking your instructions when you are ready. 

Once all your documents have been processed and you are happy with them, we will send you another link at a pre-arranged time, helping you through the signing process (known as the attestation), ensuring your documents are correctly signed and witnessed and are legally binding.

Under normal circumstances, face-to-face meetings are available dependent on area.